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Kamal Deep - PeerSpot reviewer
Founder and Salesforce Consultant at SaaSnic
Real User
A stable enterprise-level solution that offers many amazing features
Pros and Cons
  • "It's very flexible and offers tremendous features for customers."
  • "Pricing is the biggest factor. The cost right now is too high and I've had a lot of clients leave."

What is our primary use case?

There are many use cases as we have done more than 300 projects globally. One of the projects was where we implemented a customer care solution for dealers, sub-dealers, contractors, et cetera. We have worked in aviation, where we designed solutions there as well. One client was a manufacturer of parts for the aircraft. The quality check of each product, each spray part, what they were manufacturing, was pretty hard. It's supposed to go through ten different testing checkpoints. We designed a solution for them on Salesforce, to follow the protocol and the process.

Apart from that, I've worked on many real estate projects where a company used it for managing properties, including rental properties and construction. We have worked with integrating Salesforce with a government website where they used to update the new buyers of the property across Philadelphia. We pushed data from that government website into a client's Salesforce. That way, they were always aware of sold properties, when, and by whom. They used the information to make a pitch for renovation assistance services. 

What is most valuable?

The solution has grown its services over time. Now, for example, it includes a Sales cloud, Marketing cloud, Service cloud, et cetera.

I liked the classic version of Salesforce. There are a lot of really great basic features.

It's very flexible and offers tremendous features for customers.

The solution is stable. 

The product works well at an enterprise level.

What needs improvement?

Pricing is the biggest factor. The cost right now is too high and I've had a lot of clients leave. 

Sometimes customers can get annoyed as there are just too many features to understand and work with. They should consider reducing their offering, or work to streamline it so that it is not so overwhelming. There are now many great competitors that offer more streamlined, easy-to-understand services. 

Customers need accounting, and, right now, they need to go elsewhere, to something like Xero, for example, or QuickBooks. It would be nice to have some kind of accounting available right in Salesforce. 

The stability could be better. 

We don't get any leads from Salesforce here in India. It would be helpful if we could use the product to get us leads. 

For how long have I used the solution?

We've been on the Salesforce platform for about 11 years at this point. It's been over a decade and we've used it for quite a while. 

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What do I think about the stability of the solution?

In Salesforce, I haven't seen many issues. However, in some cases, we have clients that for some reason don't see specific add-on features and we bring in Salesforce to understand why certain things do not appear. 

However, for the most part, the stability is good and doesn't cause any issues. 

What do I think about the scalability of the solution?

We have not set a benchmark in terms of the size of companies we work with. We don't work with thousands of users. We are helping single users from companies and we have worked with 4,000 plus users at an enterprise level.

That said, this solution works well for enterprise-level organizations. 

How was the initial setup?

A customer who is coming to Salesforce for the first time, and doesn't understand CRMS, may need to take time to understand business practices. However, if a person is in IT or software, they usually get it a bit faster. They can handle the complexity.

During implementation, it's best to take baby steps before getting into complex cases. There's a learning curve, however, the level of the learning curve varies from customer to customer. 

The amount of time deployment takes depends on the kind of project.

What's my experience with pricing, setup cost, and licensing?

The pricing is pretty expensive. 

What other advice do I have?

We're using the enterprise version of the solution. 

I've done only four or five projects since I started my own shop back in 2010. Most of the projects which we have done are all for overseas companies. 80% are from the US and 20% are from the rest of the globe, including Australia, Canada, Europe, and the UK.

I'd rate the solution at an eight out of ten.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Partner
PeerSpot user
Cyber Product Manager at a computer software company with 51-200 employees
Real User
Top 5Leaderboard
Has user-friendly interface and provides comprehensive CRM capabilities
Pros and Cons
  • "The technical support services are good."
  • "The product's pricing model could be improved, as some features are only available in paid modules, which can be costly."

What is our primary use case?

My primary use case for Salesforce is managing and analyzing data related to sales opportunities and leads. It includes extracting data to analyze service performance. 

What is most valuable?

The product's most valuable features are a user-friendly interface and comprehensive CRM capabilities. These features help manage sales data and extract meaningful insights from opportunities and leads.

What needs improvement?

The product's pricing model could be improved, as some features are only available in paid modules, which can be costly. 

For how long have I used the solution?

I have been using Salesforce Platform primarily as an end user for several years.

What do I think about the stability of the solution?

The platform is stable.

What do I think about the scalability of the solution?

The platform is scalable, as it effectively supports the commercial team in our medium-sized organization.

How are customer service and support?

The technical support services are good. 

How was the initial setup?

The product generally requires specialized knowledge for configuration.

What's my experience with pricing, setup cost, and licensing?

The product's additional features can be expensive. 

What other advice do I have?

I rate Salesforce Platform an eight out of ten. 

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
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reviewer2171790 - PeerSpot reviewer
Head of IT at a non-profit with 201-500 employees
Real User
A flexible solution that can be used from anywhere while ensuring that it remains stable
Pros and Cons
  • "The solution's stability is fine. There are no issues with Salesforce's stability."
  • "The initial setup process was a complex thing to do because four different organizations were working together."

What is our primary use case?

We use it as a CRM for our client management. We use it as a rostering and scheduling tool for our main business, which is supporting people with disabilities. We also use it for our payroll system.

How has it helped my organization?

We have increased the visibility of our information and reporting with the tool. Also, I think we now have a more streamlined end-to-end process.

What is most valuable?

I like that everything is on a fairly easy platform, and you can learn the system by yourself. Also, it's very fairly flexible. It's a system that you can use anywhere. So, you can use a mobile phone. You can use it anywhere. So it doesn't tie you to the office.

What needs improvement?

There are a few functions that I would like to see improved. The solution's rostering and scheduling, and payroll functionality need to improve.

We're working with all our vendors on issues that need to be updated and addressed to meet the changing business needs.

For how long have I used the solution?

I have been using Salesforce Platform for about two years.

What do I think about the stability of the solution?

The solution's stability is fine. There are no issues with Salesforce's stability.

What do I think about the scalability of the solution?

The scalability of the solution has been fine. We have a year of data in the tool, and there are no differences in performance from when we started using it. Around 550 users in m company use the solution.

How are customer service and support?

Our third parties handle the technical support, and each one is different. Overall, they're all fairly good at what they do.

Which solution did I use previously and why did I switch?

We used a number of different solutions before going with Salesforce. We didn't switch because they weren't fit for purpose, and we wanted to get all our critical business systems onto one platform.

How was the initial setup?

The initial setup process was a complex thing to do because four different organizations were working together. We get enhancements and improvements every quarter from our vendors. Also, we enhance the product ourselves. I am responsible for the maintenance of Salesforce platform.

What about the implementation team?

Third parties were involved in the implementation process. We had our in-house project team, but we also worked with a main external provider who organized the other third-party providers since four different organizations were working with us to do the deployment.

What's my experience with pricing, setup cost, and licensing?

Price-wise, the solution is reasonable for what we're getting.

What other advice do I have?

I would tell those planning to use the solution to take more than eight months to implement and ensure they have work in their internal business cases before implementing. I rate the overall product a nine out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Associate at Workvisory Services LLP
Real User
Lightweight, easy to use, and flexible as it's on the cloud
Pros and Cons
  • "I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light."
  • "I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution."

What is our primary use case?

I use the Salesforce Platform for customer relationship management. I use the solution for tracking and managing the customer lifecycle and the sales cycle.

What is most valuable?

I found the ease of use most valuable in the Salesforce Platform. I also found the platform pretty light.

What needs improvement?

The Salesforce team is building some intelligence into the Salesforce Platform, but it needs more automation. In particular, I want more analytics in the platform and the addition of AI-based models, for example, predictive feedback. The Salesforce Platform needs to be more intelligent and intuitive to make it a great solution.

What I want to add to the Salesforce Platform is the ability to organize and present information on the dashboards more intelligently, as that would be of great help.

For how long have I used the solution?

I've been using the Salesforce Platform for about one year now.

How are customer service and support?

I've never contacted the Salesforce Platform technical support team because my company has a separate operations team in charge of getting support.

How was the initial setup?

The initial setup for the Salesforce Platform was easy, so it's a nine out of ten in this area.

I have no idea how long the deployment took because I wasn't involved in the platform's deployment.

What other advice do I have?

I'm part of a product company in the synthetic data space rather than traditional TDM solutions. I head the global analysis team in my company.

For CRM, my company uses the Salesforce Platform. It also uses Amazon Web Services. I'm also a user of the Salesforce Platform.

The Salesforce Platform is on the cloud, so I always use the latest version.

At least thirty-five people use the Salesforce Platform in my company.

The Salesforce Platform is a solution I would recommend to others.

My rating for the platform is nine out of ten based on its usability. The most important driving factor to me is its ease of use. The Salesforce Platform also has excellent features and functionalities. It's also important to me that the Salesforce Platform is a lightweight solution and very flexible to use on the cloud.

My company is a Salesforce customer.

Which deployment model are you using for this solution?

Public Cloud

If public cloud, private cloud, or hybrid cloud, which cloud provider do you use?

Amazon Web Services (AWS)
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
PeerSpot user
Vice President - Customer Success at a tech consulting company with 5,001-10,000 employees
Real User
User friendly, intuitive, with high scalability, and reliable
Pros and Cons
  • "It is very user-friendly, and intuitive, it will lead you and take you to the next steps."
  • "I would like to see the organizational details improved to make it less difficult to bring new clients on board."

What is our primary use case?

Our primary use case is as an end user.

What is most valuable?

It is very user-friendly, and intuitive, it will lead you and take you to the next steps.

What needs improvement?

I would like to see the organizational details improved to make it less difficult to bring new clients on board.

For how long have I used the solution?

I have been using Salesforce Platform for the past few years.

What do I think about the stability of the solution?

The stability is good and I would rank it an eight out of ten.

What do I think about the scalability of the solution?

The scalability is excellent with more than fifty thousand users.

How are customer service and support?

The technical support team is called internal.

What other advice do I have?

I would rate Salesforce Platform an eight out of ten.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
Luís Silva - PeerSpot reviewer
Chief Technical Lead at Human Code
Real User
Top 5Leaderboard
CRM suitable for medium to large enterprises that allows fast delivery of applications to the end user
Pros and Cons
  • "It is a platform that allows you to get applications quickly to the end user in a secure way."
  • "The integration of Salesforce with other solutions could be improved."

What is our primary use case?

I custom develop this solution for different clients. It is a platform that allows you to get applications quickly to the end user in a secure way. It is a fast and easy solution but it is not cheap. 

What needs improvement?

The integration of Salesforce with other solutions could be improved.

For how long have I used the solution?

I have 11 years experience working with Salesforce

What do I think about the stability of the solution?

This is a very stable solution. 

What do I think about the scalability of the solution?

This is a scalable solution. 

How are customer service and support?

The customer service team at Salesforce get the job done but they are not fast. The technical support could be improved. 

How would you rate customer service and support?

Neutral

What's my experience with pricing, setup cost, and licensing?

The cost of this solution depends on negotiations. It is somewhere between expensive and reasonable. There is always additional costs for consulting services. It's the kind of solution that requires consulting, but it is not a licensing cost. It is a consulting cost. It is CAPEX versus OPEX.

What other advice do I have?

I would recommend this solution for medium to large enterprises. 

I would rate this solution a nine out of ten. 

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company has a business relationship with this vendor other than being a customer. Implementer
PeerSpot user
Senior System Engineer at a tech services company with 51-200 employees
Real User
Works very well and is useful for keeping track of appointments and sales opportunities
Pros and Cons
  • "It works beautifully. I haven't had any errors."
  • "When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do."

What is our primary use case?

I use it for keeping track of my appointments in their calendar, and I use it to view opportunities for sales that my sales force puts in there for us. I am using its latest version.

What is most valuable?

I have used only two features. I use the calendar to keep track of my appointments, and I also use it to view the opportunities. You can put your clients' names in there along with their contacts and the opportunity for sales with them.

It works beautifully. I haven't had any errors.

What needs improvement?

When it switched to lightning, it threw me for a loop. When they changed the look and feel, I had a hard time finding things and doing what I used to do.

For how long have I used the solution?

I have been using this solution for three years.

What do I think about the stability of the solution?

I didn't have any issues. Everything has been good.

What do I think about the scalability of the solution?

I haven't tried to scale it. We have about a hundred users.

How are customer service and support?

I have not used their tech support.

Which solution did I use previously and why did I switch?

We did use something, but I don't remember what it was.

How was the initial setup?

I didn't install it or configure it. Our company did that. I just used it.

What's my experience with pricing, setup cost, and licensing?

I didn't buy it. I just use it.

What other advice do I have?

I would advise making sure that you have a plan for how you're going to configure it so that you do things right the first time. We've changed the way we use it several times. We have improved our workflow in there over time. This was just because of the way we were first using it or the way we had configured it. There is nothing wrong with the product.

I would rate it an eight out of 10. As soon as I get used to the changed look and feel, it'll probably go back up to 10.

Which deployment model are you using for this solution?

Public Cloud
Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
reviewer1711254 - PeerSpot reviewer
Account Executive at a tech vendor with 51-200 employees
Real User
Enables us to log meetings, sales information and metrics but more end-user functionality would be useful
Pros and Cons
  • "Salesforce is the best one out there."
  • "Salesforce is incredibly slow. It was difficult to run live sales calls and leveraging Salesforce at the same time."
  • "Salesforce also did not integrate well with some of the other systems that we had."

What is our primary use case?

I am an end-user, I was never a power user or an architect, and I never developed any reports.

I use Salesforce for logging meetings, sales information, and metrics. I also use it for updating opportunities and looking at my own sales performance reports.

The company's sales team was at least 5,000 people.

What needs improvement?

I was hoping that with the integration of Tableau that they would have better end-user analytics to play around with. Coming from a MicroStrategy background, I was kind of disappointed. 

MicroStrategy is actually easier to use than Tableau. It was a function of the license that I was given.

Salesforce is incredibly slow. It was difficult to run live sales calls and leverage Salesforce at the same time. You can't ask a customer to hold for 45 seconds while you are looking for information about the account.

Salesforce also did not integrate well with some of the other systems that we had.

More end-user functionality would be useful. They should have some pre-canned reports that other analysts or salespeople would find valuable. 

I tried Salesforce Einstein, but that never really worked for me. The PowerSeller tool was just as helpful.

We would gather news reports about specific customers and identify if there were any buzzwords attached to it. I was able to create customized daily intelligence reports that would go out directly to my customers. TechnoMile integrated these reports directly into Salesforce allowing every salesperson that had the Archintel module to subscribe to specific reports giving them a compelling reason to reach out to the customer. Salesforce has a news feed function, but it is pretty ugly and very clunky to use. If they leveraged some sort of tool like this one, it would be amazing.

For how long have I used the solution?

I use Salesforce every day.

How are customer service and support?

I personally did not use the tech support at Salesforce. We had our own IT team.

What other advice do I have?

The slowness of Salesforce could have been due to the fact that it is on the cloud. I had used Salesforce at other companies and it was not as slow.

Salesforce is the best one out there. I know that SugarCRM claims to be better but I haven't had a chance to use it to compare.

I would rate Salesforce a 6 out of 10. It wasn't great and wasn't terrible.

Disclosure: My company does not have a business relationship with this vendor other than being a customer.
PeerSpot user
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Updated: June 2025
Buyer's Guide
Download our free Salesforce Platform Report and get advice and tips from experienced pros sharing their opinions.